Delegated access for assistants

WX delegated access for assistants enables you to designate individuals to view WX and complete actions, such as approving completed timesheets or requests for leave, on behalf of someone else. WX delegated access for assistants is intended to support regular assistant roles, such as personal or executive assistants, who are familiar with the work and level of information available to the person they are delegated to represent.

Your HR team can assign delegated access to assistants.

WX processes supporting delegated access for assistants include:

  • HR Requests (for employment change requests using People Management Workflow)

  • Time Off

  • Timesheets

Delegated actions raised for a manager are added to the Sage People Actions Digest and the WX Actions list for the Team Member defined as an assistant for that manager.

  1. From the Actions Digest, select the link to display the WX Actions list.

    If you are not logged in to WX you are prompted to do so, then taken to the Actions list.

    If you already in WX, select Actions in the menu.

  2. Scroll to the process where you have delegated actions:

    Screenshot of an Assitant's delegated actions for Time Off and Timesheet processes

    Screenshot of an Assistant's delegated actions for the Work Details process

    The list includes all the Manager's outstanding actions for the delegated process.

    The Details column includes a summary of the action with the name of the delegating Manager as Delegated on behalf of...

  3. Select an Action link:

    Screenshot of an Action link in an Assistant's delegated actions

    ...to open the standard view for approving or rejecting the requests:

    Screenshot of the approval screen for an HR Request